ABOUT THIS PODCAST 🔗
Do you love investing? Ever thought about turning that passion into a business? Listen up to learn to navigate the legal loopholes in forming, launching, and running a private investment fund, including considerations unique to digital asset/crypto funds. Dave Rothschild is a partner at Cole-Frieman & Mallon, one of the country's premier boutique investment management law firms with deep experience in traditional assets, as well as esoteric asset classes like digital assets. For questions or comments, email tow@colefrieman.com. Visit our website: https://colefrieman.com
Hosts:
Update frequency:
every 21 days
Average audio length:
16 minutes
English
United States
88 episodes
since Nov. 11, 2022
episodic
LATEST EPISODE 🔗
Episode 88: Does California's DFAL Apply to Digital Asset Funds and Managers?
California's Digital Financial Assets Law ("DFAL") creates a fun new registration regime for certain businesses in the digital asset ecosystem.
Specifically, it requires registration for any perso…
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Search past episodes of Tokens of Wisdom.
PREVIOUS EPISODES 🔗
Episode 87: A Brave New World with Frank Napolitani, Cartesian
Frank Napolitani, Managing Partner of Cartesian, joins the Tokens of Wisdom Studio to shed some light on the fascinating times afoot for investment professionals and the firms that service them. Frank shares insights on the ongoing to…
Episode 86: The Annual Review with Annie Kong, IQ-EQ
Annie Kong, Regional Lead (West) of Regulatory & Compliance, U.S. at IQ-EQ joins the Tokens of Wisdom Studio to explain what’s actually involved in an investment adviser’s annual review. Annie shares insights on the importance of ongoing co…
Episode 85: Qualified Client Thresholds Are Going Up
Quick housekeeping episode today. The SEC just increased the qualified client thresholds, effective June 29, 2026 – mere weeks away. If you charge a performance allocation — or if you invest in a fund that does — this affects you. It's not…
Episode 84: Crypto Prime Brokerage with Matt Boyd, Coinbase
Matt Boyd, Head of Prime Finance at Coinbase joins the Tokens of Wisdom Studio to explain all things crypto prime brokerage and how to navigate the transition from managing your own money to managing a fund.
Key Points From This Episo…
Episode 83: Outsourced CFOs with Eugene Tetlow, V17
Eugene Tetlow visits the Tokens of Wisdom Studio to explain how outsourced CFO shops help new and established fund managers. Eugene is the CEO of V17 Advisors, but he is more widely known for his critically acclaimed role as the first guest host…
Episode 82: Reasonable Expectations: How the SEC (Now) Applies Howey to Crypto
By now, you’ve all heard about the latest SEC release on the application of federal securities laws to certain crypto assets and related transactions. You’ve probably read 12 law firm memos and seven million hot Tweet…
Episode 81: Slopeside with the Summit Syndicate
Different episode today, featuring slopeside interviews from our second Summit Syndicate trip of 2026.
The Summit Syndicate is a Lake Tahoe day trip event co-hosted by Cole-Frieman & Mallon, Eisner Amper, V17 Advisors and Juniper Square. We ch…
Episode 80: Fair Investment Practices by Venture Capital Companies Law
Quick hit today to discuss California's new Fair Investment Practices by Venture Capital Companies Law (“California Regulatory Overreach” as I call it), which mandates venture capital firms to collect and report demograph…
Episode 79: Liberate the Yield with Ronald Falls, Jr.
Ron Falls visits the Tokens of Wisdom Studio to shed light on the epic showdown of Brian vs The Banks. We discuss the controversy surrounding yield provisions for stablecoins, the banking industry's response, and the potential future of f…
Disclaimer: The podcast and artwork embedded on this page are from Dave Rothschild, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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